U.S. Communications Stock News

In early February 2026, Exelixis, Inc. reported that the FDA accepted its New Drug Application for zanzalintinib plus atezolizumab to treat previously treated adult patients with metastatic colorectal cancer, granting a standard review with a target action date of December 3, 2026. The filing draws on phase 3 STELLAR-303 data showing a statistically significant overall survival benefit versus regorafenib, highlighting how Exelixis is extending its kinase-inhibitor expertise beyond...

Centene has agreed to divest its remaining Magellan Health assets, recording a significant after tax impairment tied to the sale. The company, through its Health Net brand, is also advancing community health efforts, including initiatives that honor healthcare professionals and support youth empowerment. These moves highlight a clearer focus on core health insurance activities and on environmental, social, and governance priorities for NYSE:CNC. For investors tracking NYSE:CNC, these...

Why Morgan Stanley’s latest results and bond activity matter for stockholders Morgan Stanley (MS) recently reported robust Q4 2025 results, with investment banking helped by global M&A activity and Wealth Management contributing to record annual revenue. Management also highlighted continued investment in technology and client capabilities. See our latest analysis for Morgan Stanley. At a share price of $179.96, Morgan Stanley’s 9.03% 3 month share price return and 32.01% 1 year total...

In early February 2026, Goldman Sachs announced a collaboration with Anthropic to build AI-powered agents for tasks such as trade accounting, client due diligence, and onboarding, alongside a series of new fixed-income offerings and fresh subordinated debt issuance to refine its capital structure. Together with higher bonus pools for bankers and traders after a strong operating year, these moves highlight how Goldman Sachs is pairing technology investment with capital-market activity to...

In late January 2026, Four Corners Property Trust reported acquiring a GreatWater 360 Auto Care in Minnesota via a US$2,300,000 sale-leaseback and a newly built McAlister's Deli in Michigan for US$2,300,000 under a long-term net lease. These additions, both priced at capitalization rates consistent with prior deals, highlight FCPT’s continued focus on expanding its triple net and net lease portfolio in high-traffic retail corridors. We’ll now examine how FCPT’s continued use of long-term...

Earlier this week, Bank of America downgraded Extra Space Storage to Underperform, citing limited signs of a demand recovery despite steadier fundamentals. The bank highlighted management’s cautious outlook and the delayed impact of new-customer growth on same-store revenue, underscoring persistent industry headwinds. We’ll now examine how Bank of America’s demand concerns and management’s cautious outlook shape Extra Space Storage’s investment narrative. Find 52 companies with promising...

In recent days, Robinhood Markets has benefited from a rebound in cryptocurrency prices and the earlier launch of its commission-free stocks and shares ISA for UK investors, which offers zero platform fees, low FX costs and a 2% cash bonus on qualifying contributions. Together, the crypto revival and UK ISA rollout highlight how Robinhood is leaning on both trading activity and international product expansion to broaden its role as a primary financial platform for younger users. With crypto...

In late January 2026, AT&T reported fourth-quarter 2025 results that exceeded consensus expectations on both revenue and earnings per share, while also issuing new guidance for 2026 and outlining capital return plans through dividends and buybacks. An interesting angle for investors is how AT&T’s decision to emphasize buybacks over dividend increases could reshape perceptions of the company’s income profile and capital allocation priorities. We’ll now examine how AT&T’s emphasis on share...

Hertz Global Holdings (HTZ) has been drawing attention after its shares moved roughly 7% in the latest session. This has prompted investors to reassess recent performance, profitability trends, and the company’s current valuation profile. See our latest analysis for Hertz Global Holdings. That 7.1% 1 day share price return comes after a weaker stretch, with the 30 day share price return of 6.5% decline and 90 day share price return of 15.8% decline contrasting with a 23.0% 1 year total...

If you are wondering whether KB Home's current share price reflects its true worth, you are not alone. Many investors are asking the same question as they reassess housing related stocks. KB Home closed at US$60.94, with returns of 5.9% over the last 7 days, a 1.1% decline over 30 days, 6.8% year to date, and a 2.3% decline over 1 year, 70.7% over 3 years, and 49.5% over 5 years. Together, these figures provide a mixed picture of recent and longer term performance. Recent news around KB Home...

Reinsurance Group of America (NYSE:RGA) reported record full year and quarterly operating results. The company plans to exit the U.S. group healthcare business after completing a business review. RGA completed major capital deployment into in force transactions. The company also acquired industrial real estate in Portland and announced leadership changes. For investors watching NYSE:RGA, these moves come as the stock trades at $225.36, with returns of 11.2% over the past week and 11.9% over...

General Motors (NYSE:GM) announced a 20% dividend increase, along with a new $6 billion share repurchase authorization. The company also updated investors on its autonomous driving roadmap and adjusted its electric vehicle plans to reflect current demand trends. These moves highlight new capital return decisions and a reshaped approach to future mobility and electrification. For investors following NYSE:GM, the new capital return package sits alongside a share price of $84.24 and a value...

Union Pacific (NYSE:UNP) has agreed a US$1.2b deal with Wabtec to modernize its AC4400 locomotive fleet, described as the largest locomotive modernization investment in rail industry history. The company is also facing heightened regulatory and political attention on its proposed merger with Norfolk Southern, raising questions about timing and conditions for any potential approval. Union Pacific runs one of the major freight rail networks in the United States, linking key industrial,...

Recently, Wall Street analysts including those at Morgan Stanley and RBC Capital reiterated bullish views on Expand Energy, while TipRanks also upgraded its opinion, underscoring growing professional optimism around the company’s position in the energy sector. Separately, Expand Energy previously announced that it would release its 2025 fourth quarter and full-year results on February 17, 2026, followed by an investor conference call on February 18, signaling an upcoming information catalyst...

What Under Armour’s latest guidance means for investors Under Armour (UAA) followed its better than expected quarterly profit with updated 2026 guidance that keeps revenue under pressure but points to tighter cost control and an ongoing turnaround effort. The company now expects full year revenue to decline about 4%, at the milder end of its prior 4% to 5% outlook. Within that, management is planning for roughly an 8% decline in North America and a 6% decline in Asia Pacific, partly offset by...

Commerce Bancshares, Inc. recently announced that its Board of Directors declared a quarterly dividend of US$0.275 per share, up 5% from the prior payout as adjusted for a 5% stock dividend in December 2025, payable on March 24, 2026 to shareholders of record on March 6, 2026. This latest increase marks the 58th consecutive year that Commerce Bancshares has raised its regular cash dividend per share, underscoring a long-standing commitment to returning cash to shareholders. We’ll now examine...

Why Lennox International stock is in focus after fresh guidance Lennox International (LII) drew investor attention after issuing 2026 earnings guidance that points to 6% to 7% revenue growth, largely shaped by completed acquisitions, alongside its 2025 results and share repurchase update. See our latest analysis for Lennox International. The fresh 2026 guidance and update on the long running buyback arrived alongside a 2.48% 1 day share price return and 7.05% 7 day share price return. The 1...

Amkor Technology has appointed Cherie Buntyn as Senior Vice President and Chief Accounting Officer, and the company is also set to report quarterly results after the market close, with analysts expecting year-on-year revenue growth following last year’s decline. Beyond strengthening its finance leadership with a veteran accounting executive, Amkor is drawing attention as analysts have recently raised their earnings estimates, reflecting a more constructive outlook on its near-term...

Turning Point Brands (TPB) is in focus after rolling out its FRE nicotine pouches nationwide, launching the ALP brand through a Tucker Carlson joint venture, and shifting production to Louisville, Kentucky to trim manufacturing costs. See our latest analysis for Turning Point Brands. These launches and the Louisville shift come as momentum in Turning Point Brands' shares has been strong, with a 30 day share price return of 18.19%, a year to date share price return of 17.90%, and a very large...

DHT Holdings (DHT) has drawn fresh interest after reporting fourth quarter and full year 2025 results, with revenue of US$144.16 million and net income of US$66.07 million for the quarter. See our latest analysis for DHT Holdings. The earnings release and ongoing fleet renewal have come against a strong price backdrop, with a 26.66% year-to-date share price return and a 39.47% total shareholder return over the past year. This suggests momentum has been building rather than fading. If DHTs...

Baker Hughes (BKR) just signed a multiyear agreement to become Marathon Petroleum’s preferred provider of hydrocarbon treatment products and digital monitoring tools across 12 refineries and two renewable fuel facilities in the United States. See our latest analysis for Baker Hughes. The new agreement with Marathon comes on the back of several recent updates, including fresh client wins in clean ammonia and long duration energy storage, a quarterly cash dividend of $0.23 per share, and...

If you are wondering whether Fluor's current share price lines up with its underlying worth, you are not alone. This article is built to answer that question head on. Fluor's stock recently closed at US$46.92, with returns of 1.6% over the past week, 5.9% over the last 30 days, 12.5% year to date, and a 4.9% decline over the past year, sitting alongside longer term returns of 31.6% over 3 years and 161.4% over 5 years. These mixed returns have arrived as investors react to broader company...

American Eagle Outfitters has launched the AE Creator Community, a nationwide ambassador program that formalizes long-term partnerships with U.S.-based content creators who have at least 1,000 followers on a social platform. By streamlining collaboration and offering incentives for regular brand promotion, the program aims to deepen American Eagle’s presence within grassroots creator networks rather than relying solely on traditional advertising. We’ll now examine how this expanded creator...

Pinterest (PINS) has moved into the spotlight after cutting about 15% of its workforce, closing some offices, and redirecting spending toward artificial intelligence roles, with investors watching how this restructuring feeds into upcoming earnings. See our latest analysis for Pinterest. The restructuring headlines come after a tough stretch for the stock, with a 30 day share price return of a 27.78% decline and a 1 year total shareholder return of a 51% decline, suggesting momentum has been...